Job Description

PPI company overview:

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

For more information about PPI visit: www.ppi.ca

Policy Sales and Support Administrator

We’re looking for a bilingual, self-starter with insurance industry experience and the ability to execute strategies that adhere to brand objectives across multiple platforms to join our Digital Sales Enablement Team.

Reporting to the National Vice-President, Digital Sales Enablement, you’ll play a pivotal role in identifying and managing insurance sales opportunities generated from our policy management system.

What you will do:

• Generate qualified sales leads from our policy management system and send to identified Advisors

• Update and maintain records in our policy management system.

• Prepare client-facing, compliant sales presentations to share with participating Advisors

• Proactively prepare and send letters to clients

• Communicate with and field calls from Advisors and clients

• Work collaboratively with the Operations team when potential opportunities are identified from service requests.

• Prepare and analyze sales pipeline reports and dashboards

• Maintain accurate activity logs

• Build and test new messaging to improve campaign performance

• Support to the Digital Sales Enablement team with identified projects and day to day tasks as required

Who you are:

You are comfortable with technology. Your peers recognize you as an excellent communicator and team player. You use empathy and active listening to understand the needs of your clients and strive to deliver value from the get-go by leveraging content marketing with the policy management system to anticipate Advisor needs.

Your excellent analytical skills and deep understanding of both sales and buyer’s journey metrics allow you to personalize content and communicate accordingly.

What we are looking for:

• Minimum of 4 years experience in a customer service-oriented role; preferably within the insurance industry

• Previous insurance sales experience is a plus

• Strong business acumen and writing skills

• Outstanding communication skills and proven ability to influence and persuade others; both internally and externally

• Critical thinker with the ability to think on your feet, try new approaches and bounce back when things don’t go your way

• Excellent time management skills with the ability to work in a fast-paced, customer-centric environment

• Strong attention to detail

• Eagerness to learn and a willingness to be coached

Additional:

• Excellent English and French language skills required, (both oral and written) due to supporting Advisors across multiple provinces, and frequent interactions with English and French-speaking colleagues, internal partners or clients across Canada.

• A commitment to obtaining the necessary insurance licenses

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Location(s)

Calgary, Alberta

Other Possible Location(s)

Brossard, Quebec, Edmonton, Alberta, Halifax, Nova Scotia, Quebec, Quebec, St. John's, Newfoundland, Toronto, Ontario, Winnipeg, Manitoba

Company

PPI Management Inc.

Posting End Date

2024-03-15

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here . Someone from our team will be happy to assist you with your needs.